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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,027 | $127,100+239.9% | $105,738+308.6% | $135,379+219.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 8.80% | 4.49%+4.3pp | 6.27%+2.5pp | 519.79%-511.0pp |
| Employer contribution / active EE | $33,250 | $4,107+709.6% | $3,268+917.4% | $4,779+595.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,013 | $9,087-77.8% | $6,913-70.9% | $10,828-81.4% |